Customer success
Retain and expand the base: health score per account, low-adoption and churn alerts, recurring contracts that renew themselves, onboarding with a checklist and QBRs.
- Health score and churn alerts
- Recurring contracts with auto-renewal
- Onboarding, QBR and account plans
Health score per account
A single health score rolls up usage, engagement, and risk for every customer. You see in seconds who is thriving and who needs attention.
Churn and low-adoption alerts
The platform warns you when usage drops or an account cools off, before it cancels. You act while there is still time to turn it around.
Contracts with auto-renewal
Recurring contracts renew on their own and flag you as the date nears. No renewal slips through because someone forgot.
Onboarding checklists
Standardize activation for every new customer with reusable task lists. Everyone starts off on the right foot.
QBRs and account plans
Run quarterly reviews and strategic plans right inside the account. The relationship becomes planned growth.
Health score combines activity, NPS and renewal
Contracts warn and renew automatically
Low-adoption alerts to act before losing
Anticipate churn
The health score flags at-risk accounts before it’s too late; low-adoption alerts warn when usage drops.
Renewals on autopilot
Recurring contracts with a term warn the owner and renew automatically in the next period.
- 1
Define the signals that make up each account’s health score.
- 2
Configure churn and low-adoption alerts by usage threshold.
- 3
Apply onboarding checklists and account plans to customers.
- 4
Let recurring contracts renew and notify you automatically.
Preventing a cancellation
The health score drops and a low-adoption alert fires, CS reaches out and reverses the risk before the renewal date.
Activating a new customer
An onboarding checklist guides the customer through the first weeks up to first value delivered.
Preparing a QBR
The account plan pulls together goals, usage, and next steps for a strategic, productive quarterly review.
What is the health score and how is it calculated?
It's a score combining activity, NPS and renewal for each account, showing in seconds who is doing well and who needs attention.
How do churn and low-adoption alerts work?
The platform warns when an account's usage drops or it cools off, before it cancels, so the team can act while there is still time.
Do contracts renew on their own or do I need to remember manually?
Recurring contracts with a term warn the owner and renew automatically in the next period, with no manual reminder needed.
Is onboarding for new customers standardized?
Yes, reusable checklists guide the activation of every new customer through the first weeks.
Can I run QBRs right inside the CRM?
Yes, account plans pull together goals, usage and next steps for quarterly reviews right inside the account.
Is this feature included in the free plan?
Yes, it's part of the CRM, which is free; you only pay for infrastructure usage above US$20 per month.
How does the CS team use the health score day to day?
They check each account's score to prioritize whoever needs attention before it turns into a cancellation.
Does this help prevent cancellations or just record them afterward?
It helps prevent them: the low-adoption alert fires in time for the team to reverse the risk before renewal.
Can I track contracts and account plans in one place?
Yes, contracts, onboarding, QBRs and account plans stay organized right inside the customer's account.